Gregory Gardner is a CFP-designated registered investment advisor at The Gardner Group, based in Dallas, TX, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 136 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiable. Certain clients may be charged lower fees based on portfolio size, length of employment, or relationship to the employee.
Fee Estimator
Location
5656 N. Central Expy, Suite 500, Dallas, TX, 75206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Gardner Group
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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